INSTRUCTIONS TO CREATE FINAL ATTACHMENT (COPY OF APPLICATION) 1. Click the Review button at the bottom of the page.. After clicking the Review button, if there are any errors, they will be indicated at the beginning of the application. Scroll through the application for the errors and correct.
3. Scroll to the bottom of the application. Select the Update button. (Note that the Final Attachment field will still be blank.) 4. From the top of the application, select Printer Friendly Version to view the application.
5. A tab opens with a viewable copy of the application. Select the cog at the top right of the page. If that symbol is not available, do a Control S from your keyboard. 6. If the Cog is selected, do File then Save As. If the Control S is done, a Save Webpage screen opens.
7. Once the above screen is open, in File Name: name the document, but do not save the document just yet. 7. Name the document. 8. For the Save as type, make sure to select Webpage, HTML only (*.htm;*.html). If it is not saved in this method, it will not save properly and we will not accept.
9. Close the Printer Friendly Version by selecting x indicated in the screen shot below. 10. Scroll to the bottom of the application to upload the Final Attachment (copy of the application you just saved).
11. Select the Update button. 1. Select the Submit button.
13. Once the application is submitted, the information below in RED will be generated in your online account and an email will also be sent to your inbox. IF YOU DID NOT RECEIVE EITHER, YOU DID NOT SUBMIT YOUR APPLICATION. 14. EXAMPLE OF FINAL ATTACHMENT COPY OF APPLICATION (LISTED ON THE FOLLOWING PAGES)
Strategic Grant - General Operating Support_v Strategic Grant - General Operating Support_v General Information General Information IMPORTANT: For uploading documents as attachments within the application The recommended format for documents is pdfs. However, we will accept Excel and Word documents. TIF or JPEG or PNG formats will NOT be accepted. IMPORTANT: If your organization does not have its own Tax Exempt Certificate (Determination Letter) and another organization is applying on your behalf as the Fiscal Sponsor, you must contact the Foundation for prior approval to apply. If another organization is applying on your behalf as a fiscal sponsor, what ZSR staff member gave prior approval for the fiscal sponsorship? If approval was given: You must apply as a PROJECT of that organization and complete a Project Support application. You must provide that organization s Tax Exempt Certificate. If a grant is awarded, that organization is responsible for the administration of the grant and for any reporting requirements needed. Not Applicable Name of Organization Exactly as it appears on your federal tax-exemption certification under Section 501(c)(3) of the IRS Code. xyz company Federal Tax ID Number Format: 99-9999999 1-134567 Tax Exempt Certification The Foundation must receive a copy of the petitioning organization's federal tax-exempt certification under Section 501(c)(3) of the Internal Revenue Code that includes a determination as to the organization's status as a publicly-supported organization. If you do not yet have your 501(c)(3) status, please upload a document that states when your organization applied to the IRS and, if possible, documentation from the IRS stating your application is under consideration. Form - Matching Gifts.doc Date of Incorporation Format: 99/99/9999 1/31/1987 State of Incorporation North Carolina Select your foundation status under the Internal Revenue Code Section 509. All 501(c)(3) organizations are categorized into one of four types of public charities under IRC Section 509. The 509 status can be found on your IRS determination letter. For further explanation of what a 509(a) status is, see the Internal Revenue Service website under Public Charities (http://www.irs.gov/publications/p557/ch03.html#en_us_011_publink10000016). 509(a)(1) EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v If your organization is a section 509(a)(3) supporting organization, select the type. Office Mailing Address 10 West Third Street City Winston Salem State NC Zip Code 7101 County in which your primary headquarters is located FORSYTH Website www.zsr.org Telephone Format: 999-999-9999 999-999-9999 Fax Format: 999-999-9999 999-999-9999 Organization Primary Contact: Provide information for the chief executive of the organization. (aka executive director) Prefix Mrs. First Name Jane Middle Name R. Last Name Doe Suffix <None> Title Executive Director Address 10 West Third Street City Winston Salem State NC Zip Code 7101 Phone Format: 999-999-9999 111-111-1111 Extension Cell Phone Format: 999-999-9999 111-111-1111 Office Fax Format: 999-999-9999 E-mail gloriap@zsr.org Race/Ethnicity Other Race PRIMARY CONTACT: Please provide the following information for the person to whom all communication regarding this application should be directed. Same as Organization Primary Contact No EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Prefix Mr. First Name John Middle Name P. Last Name Doe Suffix <None> Title (Ex.: President, Executive Director) Grants Manager Office Mailing Address 10 West Third Street Office City Winston Salem Office State NC Office Zip Code 7101 Telephone Format: 999-999-9999 999-999-9999 Office Fax Format: 999-999-9999 999-999-9999 Cell Phone Format: 999-999-9999 999-999-9999 E-mail johnpdoe@xyz.org Organization Primary Office Information If your organization's primary mailing address is different from your physical address, please provide the information requested below. Physical Street Address 10 West Third Street City Winston Salem State NC Zip Code 7101 Application Information Which of the following best describes the focus of your proposal? (Note: It is not necessary to contact the Foundation with questions regarding this field; simply select the best fit. This information will not negatively affect your grant request.) Environment Organization's Fiscal Year End Date Format: 99/99/9999 1/31/014 Period for which funds are requested: Length of Grant: EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v 30 Months Start Date 1/01/014 Please state the requested amount per year for each year. If you entered 1 months in Length of Grant above, enter amount requested in Year 1 box, 0 in Year box and 0 in Year 3 box. Then Enter the total amount being requested. If you entered 18 or 4 months in Length of Grant above, enter amount requested in Year 1 box, enter amount requested in Year box, and 0 in Year 3 box. Then in Enter the total amount being requested indicate the amount being requested in both years. If you entered 30 or 36 months in Length of Grant above, enter amount requested in Year 1 box, enter amount requested in Year box, and enter amount requested in Year 3 box. Then in "Enter the total amount being requested" indicate the amount being requested in all three years. Year 1 Please enter the total amount WITHOUT any commas, dollar signs or other non numeric character. 75000 Year Please enter the total amount WITHOUT any commas, dollar signs or other non numeric character. Please enter "0" if you are not requesting funding in Year. 75000 Year 3 Please enter the total amount WITHOUT any commas, dollar signs or other non numeric character. Please enter "0" if you are not requesting funding in Year 3. 5000 Enter the total amount being requested The total amount requested must equal to the funding requested in Year 1 + Year + Year 3. Please enter the total amount WITHOUT any commas, dollar signs or other non numeric character. 175000 Geographic area in which work will take place SINGLE-COUNTY Please select the county or counties in which your organization will work FORSYTH Staff Information: Please enter a number between 0 and 9,999. Part-time 4 Full-time 4 Total: 8 Gender Male 4 Female 3 Other 1 Total: 8 EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Race/Ethnicity Do not use decimals. Put 0 if not applicable. White/Caucasian (Non Latino/Hispanic) 1 Black/African American (Non Latino/Hispanic) 1 Latino/Hispanic 1 American Indian or Alaska Native 1 Asian/Asian American 1 Multi-Racial Other Race/Ethnicity 1 Total: 8 Board Information: Please enter a number between 0 and 9,999. Gender Males 7 Females 6 Other 1 Total: 14 Race/Ethnicity Do not use decimals. Put 0 if not applicable. White/Caucasian (Non Latino/Hispanic) Black/African American (Non Latino/Hispanic) Latino/Hispanic American Indian or Alaska Native Asian/Asian American Multi-Racial Other Race/Ethnicity Total: 14 What is the demographic composition of the geographic area in which the work for which you seek funds will be performed? (If the work is happening in more than one city or county in NC, please average the numbers.) (Note: As a source, ZSR recommends U.S. Census Quickfacts) Please enter the percentage as a numerical value (Whole numbers between 0 to 100) of each race or ethnic group listed below so that the total equals 100 percent. Maximum of 3 digits (0-100) and do not use decimals. Put 0 if not applicable. White/Caucasian (Non Latino/Hispanic) Black/African American Latino/Hispanic American Indian or Alaska Native Asian/Asian American Multi-Racial Other Race/Ethnicity 88 Total: Must total to 100 100% If the racial and/or gender make up of your organization's Board is not representative of the demographics in the area served, please explain if and how the organization plans to address this circumstance. (If not applicable, please enter N/A) We plan to add other board members at next board meeting. EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Board Information Please upload one document that contains the following information: 1. Name of each board member;. City and State of Residence of each board member; 3. Occupation of each board member; 4. Brief explanation of how board members are selected. Form - Matching Gifts_VER_1.DOC Equity and Inclusion The Foundation actively seeks to promote access, equity, and inclusion and to discourage discrimination based on race, ethnicity, gender, age, sexual orientation, socio-economic status, and other factors that deny the essential humanity of all people. Please list some specific examples of how you have demonstrated this value in the past three years. We have added one new board member each two years. They have been people of color/gender. *The Z. Smith Reynolds Foundation is changing the time for submission of the online grant application to 1:00 pm on August 1, 014. I acknowledge the change of time of submission. Yes Organization Information Organization Mission Please state your organization's mission. To help the people of North Carolina Please briefly describe the work of your organization, including the core programs that support your mission. We give mini grants to deserving organizations. EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Prior Achievements Please list your organization's top three results achieved in the past three years and explain how they have helped to advance your mission. 1. We have helped three organizations in the West End Blvd. area achieve capital for a new business.. The businesses that were opened have brought in $100,000 of new revenue to the county. 3. The people employed by the three organizations has doubled. Lessons Learned What are the significant lesson(s) learned from your work in the past three years and what are you doing differently as a result of your learning(s) that enables you to achieve greater results? That we can make a difference through the money we give. Goals Results and Indicators of Success Problem Statement What community or public need(s) does your organization address? Please include relevant data showing the scale of the problem you seek to address. What aspect of the need(s) will your organization focus on during this grant period? We have helped the unemployment rate by assisting the jobless obtain employment. The small businesses created are growing in that area. More innovations have been achieved through the uniqueness of the organizations created. Long Term Results Describe up to four long-term results that your organization seeks to achieve? How long will it take you to achieve these results? 1. Continue to put people to work - It will be an ongoing endeavor.. Assist in the development of new business with unique niches. - We plan to open one new business in each year, expanding to surrounding areas. 3. Plan to enhance the tax revenue for Forsyth County - It will be an ongoing endeavor Short Term Results For each long-term result listed above, please describe the short-term result(s) that your organization will achieve during the grant period. 1. We hope through the businesses created to employ at least two new people during the grant period.. During the grant period, two new business will be opened with a third following close behind. 3. As sales continue to be made, tax revenue will be generated in the community. EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Methods and Strategies What methods or strategies will your organization employ to achieve, or make progress towards achieving, the long-term results listed above? We will offer the money to assist with start up. Also, technology and training will be arranged for the business owners with Forsyth Technical Community College for start up and business plans. Once the business has started, we will assist with the ongoing encouragement and support of the employees and offer professional development training to them. Indicators of Success As a tool with which to assess whether you are making progress, please list the indicators that you plan to track for each of your short-term results during the grant period. Number of businesses started; number of employees put to work; number of women and people of color that have begun businesses and been employed. Collaboration For each short-term result, name any partners with whom you will collaborate and describe their contribution. Forsyth Technical Community College, Job Services through Employment Security Commission, Goodwill Barriers to Success Assuming you receive the necessary financial resources, what are the external obstacles that might prevent you from achieving your anticipated results and what are your plans to address them? Availability of affordable business space; lack of innovative business ideas; lack of people applying for the minigrants. We will assist Forsyth Technical Community College in scoping out new ideas and dreams of individuals. We will market the ideas to area building owners to address the available business space. We will also conduct seminars on the advantages of owning your own small business. Organizational Development and Context Organization Context and Role Please name other organizations in North Carolina that work in your field. MDP Organization, ABC Business Start Up Group What is the role your organization plays relative to the roles played by other organizations working within your EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v field? We are filling a dream of small business owners who may not necessarily be able to own a small business. Challenges Please list the significant internal challenges facing your organization, staff and/or board and what your plan is to address them. Will a ZSR grant be used to build capacity to meet this challenge? At this time, staff is adequate to make the necessary availability for new business owners. We will not be seeking other funding from ZSR in the next three years. Priorities How will the priorities of the organization change if a grant awarded is for an amount less than requested? We will not be able to start as may businesses and employ as many people. Additional Information Is there anything else you would like the Foundation to know about your organization or project? We are creating jobs at a time when they are extremely difficult to do. We have had much success and the uniqueness of the business owners are intriguing. Financial Information Income Sources Please list the five largest sources of income for your work in NC in the past two years. Include any government contracts as well as grants and contributions. For each source, please provide a) name of source, b) the total amount received over two years, c) if more than one grant was received from a source, the amount of each award, and the purpose of each award (e.g. general operating, program area project, etc.) 1. Source (Person, Foundation, Agency) MDP Organization Amount 50,000 Purpose Techinical Training. ABC Business Start Up Group 5,000 Affordable Business Space 3. Goodwill 5,000 Job Training EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v 4. 5. Potential Funding What funds from other sources (whether other foundations, other donors or internal sources) have been received or are under consideration for the organization for the same time period as this grant request? 1. Source MDP Organization Amount 5,000 Status Highly likely Decision Expected 07/01/014. ABC Business Start Up Group 10,000 Committed 10/31/014 3. <None> 4. <None> Actual Income and Expenses List the total actual operating income and expenses of your organization for the last three completed fiscal years as shown on IRS Form 990 (with year 1 being the most recent year). If the 990 is not yet available for the most recently completed fiscal year, list the un-audited final income and expenditures and indicate that numbers are un-audited. Year 1 - Most Recent Year Fiscal Year End Date 1/31/013 Were the amounts for year 1 audited? No Income Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 85000 Expenses Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 75000 Difference in income and expenses 10000 EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Year Fiscal Year End Date 1/31/01 Were the amounts for year audited? No Income Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 75000 Expenses Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 68000 Difference in income and expenses 7000 Year 3 Fiscal Year End Date 1/31/011 Were the amounts for year 3 audited? Yes Income Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 75000 Expenses Amount Please enter the total amount as a positive number WITHOUT any commas, dollar signs or other non numeric character. 69000 Difference in income and expenses 6000 Deficit/Surplus Information Please explain below if your organization has ended any of the past three fiscal years with an operating deficit or a significant surplus. (If not applicable, please enter N/A) None ended in deficit Operating Reserve EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v Does the organization currently have an operating reserve? Yes If so, what is its amount? 1500 How many months of operating support does that amount represent? Endowment Information Does the organization have an endowment or other funds not included in your annual budget? No If so, what is the current balance of those funds? Please note any restrictions that apply to the funds. Sustainability Upon completion of this grant, if awarded, do you intend to return to the Z. Smith Reynolds Foundation for continued funding? yes If yes, for approximately how many years? How do you plan to sustain your organization with or without Z. Smith Reynolds Foundation funds? In addition to describing strategies for attracting new contributions, include in your answer any future funders, alternative sources of earned income and any ways you might reduce costs. We will seek other grants from other foundations, etc. Budget Information In completing the following sections, an example of a budget has been provided as a guide. Click HERE to view. IMPORTANT: For uploading documents as attachments within the application The recommended format for documents is pdfs. However, we will accept Excel and Word documents. TIF or JPEG or PNG formats will NOT be accepted. Budget Information: Balance Sheets and Income Statements For the Budget - Balance Sheets and Income Statements only, please upload a single document EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v with items a-d below. If your organization does not have one of these pieces of information, note that in the document. a. If your organization's finances have been professionally audited in the past three years, please upload your most recently audited financial statements (Balance Sheet and Income Statement, NOT the entire audit) b. If you received any Management Letters or audit exceptions prepared by the auditor, please upload a copy of the opinion letter(s) as well as the responses c. Prior fiscal year's Income Statement (also known as "Statement of Activities") if management prepared, but not yet audited. d. Balance Sheet (also known as "Statement of Financial Position") as of the last day of the prior fiscal year if management prepared, but not yet audited. Please refer to our website at http://zsr.org/sample-budgets on the format of the Balance Sheet and Income Statement. Please do not upload your 990 return. Budget Information: Balance Sheets and Income Statements (not the entire audit) BUDGET EXAMPLES Balance Sheet and Income Statement 5.31.13.pdf Budget Information: Prior Fiscal Year Please refer to our website at http://zsr.org/sample-budgets on the format of the Prior Fiscal Year's budget. Budget - Prior Fiscal Year We need the Prior Year s Budget (either fiscal or calendar year depending on your organization s year-ending date) and in a single document, it must include the following: Amount budgeted for the prior year by line item. Actual revenues received by line item. Actual expenses paid by line item. If your organization is an out-of-state organization, we need the NC prior year s budget. If an organization is applying on your behalf as the fiscal sponsor, we need their prior year s budget in addition to your prior year s budget. BUDGET EXAMPLES Prior Year Budget 5.9.13.pdf Budget Information: Current Fiscal Year Please refer to our website at http://zsr.org/sample-budgets on the format of the Current Fiscal Year's budget. Budget - Current Fiscal Year We need the Current Year s Approved Budget (either fiscal or calendar year depending on your organization s year-ending date) and in single document, it must include the EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v following: Amount budgeted for the current year by line item. Actual year-to-date revenues received by line item. (If an organization is less than three months into its budget year at the application deadline, the year-to-date actual revenues can be omitted.) Actual year-to-date expenses paid by line item. (If an organization is less than three months into its budget year at the application deadline, the year-to-date actual expenses can be omitted.) If your organization is an out-of-state organization, we need the approved NC current year s budget. If an organization is applying on your behalf as the fiscal sponsor, we need their current year s budget in addition to your current year s budget. BUDGET EXAMPLES Current Year Budget 5.9.13.pdf Budget Information: Next Fiscal Year Please refer to our website at http://zsr.org/sample-budgets on the format of the Next Fiscal Year's budget. In the General Information section of the application, if you list a grant length of more than 1 months, you must include a budget for each year funds being requested. Budget - Next Fiscal Year We need the Next Year s Budget (either fiscal or calendar year depending on your organization s year-ending date) and in a single document, it must include the following: If an approved budget is not available for that period, include a draft for each year requested. In the General Information section of this application, if you selected 1 months in Length of Grant, we need a budget for just the next year. In the General Information section of this application, if you selected MORE THAN 1 months in Length of Grant, we need a budget for EACH year. (Example: 4 Months as Length of Grant selected, you would include a budget for 015 and for 016 per calendar year or for 015/16 and for 016/17 per fiscal year.) If the Length of Grant covers 6 months into another year, include that budget for the entire year. Revenues budgeted by line item. Expenses budgeted by line item. If your organization is an out-of-state organization, we need the NC next year s budget or years budgets. BUDGET EXAMPLES Next Year Budget 5.9.13.pdf Final Attachment Final Attachment EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]
Strategic Grant - General Operating Support_v The Final Attachment is a copy of your completed application. Please follow the instructions listed below. Then upload the "Final Attachment" (copy of your completed application) in the space provided. To see an example of a Final Attachment or to view step-by-step instructions on how to create, click HERE. 1. Click the Review button at the bottom of the page.. Review your application and correct any errors that display in red. 3. Click Update. 4. Click the link to "View Printer Friendly Version" that is displayed in the top right portion of the page. 5. On the File menu, select Save As (or Control S on your keyboard), then select the location to save the document. 6. Name your document. 7. Then for Save as type: save your application as Save as Type = Webpage, HTML only (*.htm;*html). If your saved copy does not look like the example on our website, please resave by following the instructions above. 8. Close the Printer Friendly Version". 9. Upload the Final Attachment document in the space provided below. 10. Click Update. 11. Click Submit. Immediately after clicking the submit button, you will receive an email stating your application was submitted. If you do not receive an email, check your spam or junk email folder. If you still did not receive an email stating you submitted your application, log back into your online account. If the application is in the Pending section, you did not submit the application. Open the application and click Submit. Refer to our website at Review How to upload final attachments for detailed, step-by-step instructions on how to create the final attachment (copy of application). or contact the Foundation at 800-443-8319 for more assistance. Final Attachment EXAMPLE - FINAL ATTACHMENT DOCUMENT Fall 014.htm[4/5/014 1:34:10 PM]